How to bulk import from your broker

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Have you been investing for years and dread typing each trade by hand? Bulk Import is for you.

What it accepts

Any of these formats:

CSV — comma-separated (most brokers)
TSV — tab-separated
Pipe-separated — some legacy systems
Whitespace-separated — copy-paste from PDF statements

Per row we need: symbol · shares · price · date. Date formats supported:

ISO (2026-05-11)
dd/mm/yyyy and dd-mm-yyyy
Anything else falls back to today

How to do it

Settings → Bulk import transactions
Paste your statement directly OR tap “Pick a file” to upload a .csv, .tsv, or .txt
Preview list appears — review each row; uncheck any you don’t want
Tap LOG ALL → all positions log via the same path as a single trade

Limits

Soft warn at 500 rows — the UI thread can still keep up but it’s noticeable
Hard cap at 10,000 rows — past this the storage tier struggles
Import 10+ rows at once and you unlock the Statement Wizard achievement (+25 pts)

What if my broker’s format is weird?

Most brokers export in one of the four formats above. If yours doesn’t, paste a 3-row sample into Bulk Import and the parser usually figures it out. If it doesn’t, email us at hello@equivest.app with the format and we’ll add support.

Common gotchas

Header rows — if your CSV has a header like Symbol,Shares,Price,Date, the parser will see “Symbol” as a symbol name. Delete the header before pasting, or check the preview list for an obviously wrong first row.
Comma decimals — some Pakistani exports use 1,234.56. Replace with 1234.56 before importing.
Date order — if dates come out wrong (Jan 3 instead of March 1), your broker probably uses US format mm/dd/yyyy — convert before pasting.